Client Relationship Manager – Retirement Services

Job not on LinkedIn

🔥 0 minutes ago

🐊 Florida – Remote

🐊 Florida – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

💰 Account Manager

👻 Ghost score 10%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Foundation Risk Partners

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2017

💼 Consulting

⚖️ Legal

📦 Logistics

💰 $2M Debt Financing on 2020-08

Consulting • Legal • Logistics

Foundation Risk Partners is a rapidly expanding insurance brokerage and consulting firm based in the United States. Comprising a network of respected insurance agencies, it covers the full spectrum of the insurance landscape with a client-focused approach. The company offers expertise in employee benefits, commercial insurance, personal insurance, and risk management, providing cost-saving strategies, comprehensive coverage options, and tailored solutions to predict and mitigate risks. Foundation Risk Partners emphasizes collaboration, excellence, and innovative solutions to deliver a unique insurance experience to its clients.

📋 Description

• Provide comprehensive relationship management support to Retirement Plan Advisors • Serve as an internal ERISA and 401(k) expert, advising on DOL, IRS, PBGC, and other regulatory standards • Research and analyze complex ERISA-related issues and explain them to advisors and clients • Assist with 401(k) plan documents, amendments, and regulatory filings • Support advisors in explaining fiduciary responsibilities, investment options, fee structures, and withdrawal strategies • Act as a trusted contact for retirement plan and 401(k) clients • Prepare data, reports, and customized proposals for client meetings • Identify client needs and opportunities and help develop tailored retirement plan solutions • Coordinate communication between field advisors and internal departments • Support onboarding of new retirement plan clients and ensure documentation is complete and compliant • Respond to client inquiries regarding plan administration and participant questions • Maintain accurate client and plan records in Salesforce CRM • Prepare client-facing materials and presentations • Diagnose issues and provide client-driven solutions meeting IRS regulatory requirements

🎯 Requirements

• Bachelor’s degree in Business, Finance, Accounting, or a related field • 2–5 years of experience working with retirement plans, particularly 401(k) plans, in a client-facing, compliance, or administrative capacity • Experience supporting advisors and/or clients in a retirement plan or financial services environment • Strong interpersonal, written, and verbal communication skills • High attention to detail and ability to manage multiple projects simultaneously • Proficiency with CRM systems; Salesforce preferred • Proficiency with Microsoft Office Suite • ASPPA, CEBS, QKA, or other designations related to 401(k) plan administration or ERISA compliance are a plus • Must reside in the EST timezone

🏖️ Benefits

• Medical, vision, and dental benefit options • 401(k) with company match • Company-paid life insurance • Short-term disability (STD) • Long-term disability (LTD) • PTO starting at 18 days per year • 10 paid holidays • 2 floating holidays